401(k) · DOL Form 5500 · 2023

Combined Resources, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
250
Participants Below avg headcount
53rd
Percentile by assets National rank
$30,981
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Health Holdings, Inc 401(k) Plan · Sponsored by Combined Resources, LLC · Florida · Healthcare & Social Assistance

$8M in assets, 250 participants

Combined Resources, LLC's Lakeview Health Holdings, Inc 401(k) Plan reported $8M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,358 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Lakeview Health Holdings, Inc 401(k) Plan covers 250 participants in Florida, about 40% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#10,358
in Healthcare & Social Assistance (17,684 peers)
+26.4%
assets growth YoY

Lakeview Health Holdings, Inc 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lakeview Health Holdings, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,745,144 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lakeview Health Holdings, Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Health Holdings, Inc 401(k) Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeview Health Holdings, Inc 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lakeview Health Holdings, Inc 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Lakeview Health Holdings, Inc 401(k) Plan reported participants fell from 253 in the plan year 2022 filing to 250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203722852 · Combined Resources, LLC PY 2023 · 401(k)

Lakeview Health Holdings, Inc 401(k) Plan · $8M · 250 · 53rd

  • PCT $8M
  • PCT 250
  • PCT 53rd
  • PCT 401(k)
  • PCT near Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust
  • PCT ind #10358

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Florida →

Lakeview Health Holdings, Inc 401(k) Plan in the asset neighbourhood

Lakeview Health Holdings, Inc 401(k) PlanLakeview Health Holdings, In…$8MPearland Brokerage Inc. 401(k) Profit Sharing Plan and TrustPearland Brokerage Inc. 401(…$8MDigital Room LLC 401(k) Plan$8MSaelens Corporation 401(k) Savings PlanSaelens Corporation 401(k) S…$8MMcrae Management Services, LLC Retirement Savings PlanMcrae Management Services, L…$8M
End-of-year total assets ($M) among Lakeview Health Holdings, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN203722852
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Combined Resources, LLC)

Sponsor-wide plan assets over time

All Combined Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 57.18794572770505% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $6.13M $9.63M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 253 $6M
2023 1 250 $8M
2024 1 315 $10M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lakeview Health Holdings, Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lakeview Health Holdings, Inc 401(k) Plan, Total assets ($B): 0.007745144 · Participants: 250Lakeview Health Holdings, Inc 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Lakeview Health Holdings, Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lakeview Health Holdings, Inc 401(k) Plan side-by-side with 3 peers →

Lakeview Health Holdings, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust in NY ($8M); by covered participants it is Big League Dreams 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lakeview Health Holdings, Inc 401(k) Plan assets move in 2023? ▼
Lakeview Health Holdings, Inc 401(k) Plan grew sharply - up 26.4% during 2023, from $6M to $8M. Reported net income was $2M.
How have Combined Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Combined Resources, LLC's sponsor-wide assets grew 57.2%, from $6M to $10M.
Which 401(k) plans are similar in size to Lakeview Health Holdings, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust in NY ($8M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Health Holdings, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big League Dreams 401(k) Plan in CA (250 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203722852.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.